Seasonal Tax Associate — In-Office, Client Impact & Training

H&R Block, Inc.; Ogden (UT); On-site; USD 22,000 - 36,000; Full time

Job summary

H&R Block, Inc. is seeking a Seasonal Tax Associate in Ogden, Utah to start a career in tax and client services. You will work with clients to gather information, prepare returns, and answer questions while building client relationships.

Training and support are provided; the role is in-person at a local tax office. You will meet with clients, prepare returns, explain tax information clearly, and identify potential tax savings opportunities with supportive guidance.

Qualifications

• Completion of the H&R Block Income Tax Course.
• Experience interacting with customers in a service environment.
• Strong communication and explaining information clearly.
• Ability to use digital tools and AI-based systems.
• High school diploma or GED.

Responsibilities

• Meet with clients to gather information and understand their tax situation.
• Prepare complete and accurate tax returns with training and support from experienced teammates.
• Explain tax information clearly and provide recommendations in a way clients can easily understand.
• Identify tax savings opportunities and recommend relevant products and services.
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources.
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach.

Skills

Customer service

Communication

Problem solving

AI tools

Education

High school diploma / GED/ equivalent

Tools

Copilot

ChatGPT

Job description

H&R Block, Inc. is seeking a Seasonal Tax Associate in Ogden, Utah to start a career in tax and client services. You will work with clients to gather information, prepare returns, and answer questions while building client relationships.

Training and support are provided; the role is in-person at a local tax office. You will meet with clients, prepare returns, explain tax information clearly, and identify potential tax savings opportunities with supportive guidance.